Engagement Tags
Tags can now be added to Engagements so you can apply a layer of context or taxonomy that aligns to your business. Tags can easily be added in the Engagement App as users are creating their engagements.
Note: Tags can be added in-line in the message body by typing the #"tag name" as well as including contacts by typing the "@" sign to pull up a list of selectable contacts to be inserted in the message. (Not shown in the graphic above)
Tags can also be seeded by ClientSuccess Admins from within the Global Settings in the Tags settings page. On this page Tags can be added so they automatically show up as selectable tags in the Engagement App.
Admins also have the ability to NOT allow users to create their own tags in the Engagement App by turning off the toggle to "Allow users to add new tags while assigning tags.".
Note: The "Allow users to add new tags while assigning tags" setting is OFF by default and your CS Admin will need to toggle it on to enable Tag creation on the fly for all users. Notice that Tags are created by default in lowercase for cleanness in tagging presentation and structure.